Purchases and Sales Made in Q1 2025 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES GOLD TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-5.95K- 3.58% |
$296K - $351K
|
160K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-5.98K- 16.59% |
$298K - $353K
|
30.1K
$1.9M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-6.18K- 36.65% |
$307K - $364K
|
10.7K
$676K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-6.18K- 7.05% |
$308K - $365K
|
81.5K
$5.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-6.34K- 2.08% |
$315K - $374K
|
298K
$18.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-6.54K- 17.09% |
$325K - $386K
|
31.8K
$2.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-6.58K- 6.11% |
$327K - $388K
|
101K
$6.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-6.63K- 5.75% |
$330K - $391K
|
109K
$6.88M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-6.69K- 5.39% |
$333K - $394K
|
117K
$7.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-6.84K- 3.35% |
$340K - $403K
|
197K
$12.5M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-6.86K- 2.33% |
$341K - $404K
|
288K
$18.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-6.91K- 3.0% |
$344K - $407K
|
223K
$14.1M
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-7.05K- 9.27% |
$351K - $416K
|
69K
$4.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.15K- 0.22% |
$356K - $422K
|
3.26M
$207M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-7.2K- 4.2% |
$358K - $425K
|
164K
$10.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-7.33K- 1.19% |
$364K - $432K
|
610K
$38.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-7.47K- 5.71% |
$371K - $440K
|
123K
$7.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-7.93K- 8.42% |
$395K - $468K
|
86.3K
$5.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-7.97K- 3.58% |
$396K - $470K
|
215K
$13.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.27K- 51.39% |
$411K - $487K
|
7.82K
$495K
|
|
|
Apr 22, 2025
Q1 2025
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-8.42K- 4.05% |
$419K - $496K
|
199K
$12.6M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.53K- 2.28% |
$424K - $503K
|
365K
$23.1M
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
SELL
|
- |
-8.54K- 10.73% |
$425K - $504K
|
71K
$4.49M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-8.56K- 24.93% |
$426K - $504K
|
25.8K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-8.63K- 12.77% |
$429K - $509K
|
59K
$3.73M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-8.64K- 11.79% |
$430K - $509K
|
64.6K
$4.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-8.79K- 7.28% |
$437K - $518K
|
112K
$7.08M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-8.82K- 35.06% |
$439K - $520K
|
16.3K
$1.03M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-9.01K- 3.19% |
$448K - $531K
|
274K
$17.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-9.07K- 3.4% |
$451K - $535K
|
258K
$16.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-9.27K- 5.55% |
$461K - $547K
|
158K
$9.99M
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-9.71K- 7.18% |
$483K - $572K
|
126K
$7.95M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-9.85K- 2.16% |
$490K - $581K
|
446K
$28.2M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-9.89K- 5.83% |
$492K - $583K
|
160K
$10.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-9.99K- 0.78% |
$497K - $589K
|
1.27M
$80.5M
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-10.2K- 6.18% |
$508K - $603K
|
155K
$9.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-10.4K- 3.31% |
$517K - $613K
|
304K
$19.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-10.6K- 7.45% |
$530K - $628K
|
132K
$8.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.8K- 18.77% |
$536K - $635K
|
46.6K
$2.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-11K- 63.93% |
$548K - $650K
|
6.22K
$394K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-11K- 17.13% |
$549K - $651K
|
53.4K
$3.38M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-11.1K- 4.48% |
$551K - $654K
|
237K
$15M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-11.1K- 10.68% |
$552K - $655K
|
92.8K
$5.87M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-11.2K- 3.16% |
$556K - $659K
|
342K
$21.7M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-11.3K- 4.72% |
$562K - $666K
|
228K
$14.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-11.4K- 8.99% |
$569K - $674K
|
116K
$7.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-11.5K- 2.12% |
$574K - $680K
|
533K
$33.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-11.6K- 8.39% |
$577K - $683K
|
127K
$8.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-11.7K- 4.01% |
$581K - $689K
|
280K
$17.7M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-11.9K- 11.38% |
$592K - $702K
|
92.8K
$5.87M
|